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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

886 hedge funds and large institutions have $9.23B invested in Vanguard Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 352 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-19
Holders Change %
-2.1%
% of All Funds
14.13%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.94%
New
55
Increased
352
Reduced
307
Closed
59
Calls
$8.46M
Puts
$637K
Net Calls
+$7.83M
Net Calls Change
-$2.22M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$91.9M
2
EWA
EP Wealth Advisors
California
$73M
3
Betterment LLC
Betterment LLC
New York
$1.4B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$27.4M
5
SP
Symmetry Partners
Connecticut
$22.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$113M
3
UBS Group
UBS Group
Switzerland
$211M
4
Bank of America
Bank of America
North Carolina
$408M
5
MMA
Miracle Mile Advisors
California
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
101
Pacific Center for Financial Services
California
$11.6M -$43K -328 -0.4%
APP
102
Avantax Planning Partners
Iowa
$11.2M -$220K -1,681 -2%
LIM
103
Leavell Investment Management
Alabama
$10.8M -$433K -3,309 -4%
EDRIA
104
Edmonds Duncan Registered Investment Advisors
Kansas
$10.8M +$960K +7,332 +10%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$10.7M +$247K +1,884 +2%
WSFS
106
Wilmington Savings Fund Society
Delaware
$10.7M +$1.18M +8,999 +12%
SOWBOCOPL
107
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$10.7M – – –
WANY
108
Wealthspire Advisors (New York)
New York
$10.6M -$653K -4,989 -6%
KBFS
109
Kohmann Bosshard Financial Services
Ohio
$10M +$545K +4,159 +6%
PMG
110
ProVise Management Group
Florida
$9.8M +$580K +4,432 +6%
LI
111
LMCG Investments
Massachusetts
$9.47M -$328K -2,504 -3%
PP
112
Prosperity Planning
Missouri
$9.38M +$456K +3,483 +5%
FC
113
Forte Capital
New York
$9.25M -$621K -4,744 -6%
ES
114
Eagle Strategies
New York
$9.21M -$170K -1,296 -2%
VWA
115
Visionary Wealth Advisors
Illinois
$9.2M -$1.47M -11,224 -14%
AF
116
Allworth Financial
California
$9.13M +$1.16M +8,834 +15%
LFS
117
Lutz Financial Services
Nebraska
$9.11M -$159K -1,214 -2%
DC
118
Davenport & Co
Virginia
$9.03M +$211K +1,609 +2%
GWM
119
Geneos Wealth Management
Colorado
$9M +$105K +799 +1%
CPIG
120
Chicago Partners Investment Group
Illinois
$8.95M +$732K +5,846 +9%
CAP
121
Columbia Advisory Partners
Washington
$8.89M -$275K -2,101 -3%
CSPAM
122
Cary Street Partners Asset Management
Virginia
$8.52M +$2.66M +27,741 +45%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$8.38M +$7.92M +60,511 +1,746%
OFP
124
OLIO Financial Planning
Virginia
$8.32M +$367K +2,804 +5%
MCM
125
MAI Capital Management
Ohio
$8.27M -$295K -2,256 -3%
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5
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